Hiya! Randy from West Seattle Time Bank. Happy to be here!

Hey everyone! I’m Lowell Wyse, executive director at Tacoma Tree Foundation. Joining from the City of Destiny. 😃

Hi All! My name is Kelly from the Seattle Farmers Market Association!

Welcome everyone! You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

And here is the link to the presentation with a section for notes: https://mcusercontent.com/b98650ebcf9f04e6615b76080/files/e8ae4827-74c0-4cf6-83df-85efb569a945/Tools_Virtual_Slide_Deck_.pdf

WANT TO KNOW

how to be sustainable and viable

most effective fundraising

want to know how to protect my staff

An effective starting point

Best practice to create a sustainable organization that adapts to the need of our community

financial strategies

economic feasibility analysis

how to improve program systems

minimum size (FTEs) needed for a nonprofit to be able to sustain full-time staff with professional compensation.

WHAT TO BE ABLE TO DO (hands)

receive funds to hire a coordinator

Implement what I have learned and cross train, employees and volunteers

effectively help our families

Assess and improve balance of overhead vs. functional work

submit outline to obtain 501c3

Approach Board with a plan for structure and movement

understand the organizational management side

WANT TO FEEL (heart)

empowered

confident

Driven

inspired

peace

more self assured as an executive director

motivated

confident!

families successful

grounded

• Further materials in every area at https://www.wanonprofitinstitute.org

You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

childcare

If your organization is a car, what kind would it be?

Sprinter Van

old beater truck with a good engine

we are an environmental nonprofit so i guess we would be more a bicycle rather than a car

Love that!

I said somewhere between a bus and a sports car, because we are very enriched in the community and team oriented but also moving very fast

We are a Zip car shared vehicle—a great community resource that a lot of people don’t know about yet!

Strategic Planning in Nonprofits toolkit: https://www.wanonprofitinstitute.org/planning/

electric Humvee - we're an environmental non-profit

You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

Draw a picture

Write a headline

What are the beginning, middle and end parts of your story?

Thanks Randy!

People without microphones should probably be in the same breakout room

“Tacoma Urban Forest Growing for the First Time: Non-Profit Helps City Reverse Decades of Decline”

LION HEART HEROES FOUNDATION: we are headed toward maturity.

SVCA is in early adolescents stage...we are working on 501C3, website development, REACT program formation and more

Nonprofit snapshot document: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/60d47409-550d-43eb-bc86-6edaff83237c/Nonprofit_Snapshot.01.pdf

I was a casual members of a tiny local chapter of nonprofit (maybe $6k a year budget) that was given about a million$ in resources when a member died and left them two houses. It was a disaster b/c nobody knew how to handle the money responsibility, and did not want to admit they were over their heads. Ultimately the national org had to take over but it was way too late to recover a lot of lost resources.

(It is *not* my current nonprofit)

Answering all of those components would develop your operational manual

Rory and all, BECU grants have those types of funding goals built into the grant application.

Good grantors will often ask about capacity, and questions that focus on capacity and vision, to be sure.

I do not here Rory

“What we can improve quickly to make a greater impact"

You can access the workbook for the series at this link: https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/93d52bb8-c920-490e-9f18-988f0462f1fc/Daylong_workbook_final.01.pdf

https://www.wanonprofitinstitute.org/legal/

Duties of care, loyalty and obedience.

Join us for the free Finance Unlocked for Nonprofits (FUN) webinar next week! Register here: http://washingtonnonprofits.secure.nonprofitsoapbox.com/fun-2021-10-19

https://www.wanonprofitinstitute.org/boards/

And the next free Let’s Go Legal webinar will be in November. Register here: http://washingtonnonprofits.secure.nonprofitsoapbox.com/lgl-2021-11-17

Videos and other resources at https://www.wanonprofitinstitute.org/legal/

It helps tremendously to create an organizational calendar with these dates clearly marked: annual report, charity filing, IRS form 990, etcetera.

It is wise to collect documents in a way that is accessible to all board members, whether that is a physical notebook or online repository such as a Google Drive.

See these resources here: https://mailchi.mp/f02caad81a8a/workshop-resources-to-get-you-ready-896325?e=%5BUNIQID

Breakout options. Please rename yourself to indicate which breakout sessions you would like to attend: one from 1-3 and a second from 4-6.

Options:1. Budget2. Bylaws3. 3 Duties4. Internal Controls5. Corporate Records6. IRS Form 990

Im sorry I have to leave early. Thank you I am so excited to use the Pathway documents to continue setting a foundation!

If you don’t choose a number, Annette will assign you to an interesting group, based on group size and balance.

1

Bylaw group

1, 4,6

1,4,5

Meant 1,4,5!

I am not in room 1

Please room 1

Room 1, 4 and 5

Details about record keeping and thorough documentation

Nice to have practical steps to move forward...thanks Rory

Very welcome, Toni.

Having records accessible to everyone at all times keeps all members accountable.

Some records may be available only to board, for various reasons, but knowing WHERE the records are and WHO has them helps enormously.

It’s easy to destroy records, but hard to recreate them.

A responsive ED who responds quickly to any request for more information (background materials; minutes, etc) builds trust and rapport with everyone involved.

got a calendar list of what "Rory just said?

Care

Confidentiality which falls under “care.”

Some things to put on the annual calendar include: annual report, charity report, board elections, officer selection, budget creation, fundraising events, state filings such as B&O, Form 990.

Bylaw review naturally follows board elections, as do officer elections to be submitted as annual report.

I chose care because it seems to be the compass for all other things

Find sample documents at https://duckduckgo.com/?q=boards+in+gear+washington+nonprofits&t=osx

You both gave great lists....just tooo fast to write!

https://www.wanonprofitinstitute.org/boards/, rather

yaya

Also important is the DoR business lic renewal

Yes, Grace! Plus any municipal reports, and things such as county property taxes, vehicle registrations, insurance payments and so on.

Preview vision and planning materials at https://www.wanonprofitinstitute.org/planning/, on strategic planning.

I LOVE the calendar idea! ….You know....for the senior moments!

for me it is planning for transition as employees leave and are hired

Self-evaluation form at https://gallery.mailchimp.com/b98650ebcf9f04e6615b76080/files/60d47409-550d-43eb-bc86-6edaff83237c/Nonprofit_Snapshot.01.pdf covers some of what we did today and looks forward to next time.

I am excited about getting out there- hands on in collaborating with education programs

Ginny and I will stay around as long as people wish today.

Please send to me too

let's see YOUR calendar Rory!

can't see the eval

Thank you!

It varies between organizations, but I usually do it in the form of a clock: 12 hours plus 12 months, then asking people to contribute what they think needs to be on it. This is an excellent thing for an executive committee to do, Toni, introducing to new board members AND membership.

Thanks for the info and your time! See you next time!